William Houck (CFP®, ChFC®)

William Houck focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Bill Houck is a Wealth Manager at Modera Wealth Management, LLC. Bill is responsible for managing clients’ investment portfolios, developing financial plans and implementing wealth management strategies. In his current role, he works closely with individuals and families to help them meet their financial planning and investment goals. His list of clients also includes a number of nonprofit organizations and trusts seeking strategies on portfolio design and implementation.

He began his wealth management career working at Vanguard, first in Investor Information, then as a Brokerage Trader, Business Development Specialist, Retirement Advisor, and finally as a Financial Planner, where he developed and launched a new financial planning offering. Bill also worked as an Associate Director for Wealth Planning at UBS, where he was responsible for development, training, and marketing initiatives to enhance the bank's wealth management platform.

 

Additional Information

He received a Bachelors of Science in Business Administration from the University of Delaware, with a minor in Economics. Bill is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Financial Consultant designation®. Bill passed the Series 65 exam and holds the New Jersey Life and Health Insurance license. In addition to working with clients, Bill has demonstrated both leadership and commitment to the industry’s fiduciary standards by serving as the chair of the National Association of Personal Financial Advisors (NAPFA) Bergen/Rockland Study Group and as a NAPFA-Registered Financial Advisor. He also has presented a variety of retirement education seminars, including a four-credit CPA® continuing education series entitled “Maximizing Your Client’s Retirement Planning Opportunities.” His quotes on financial industry trends have been featured in many recognized publications including: AARP Magazine, SmartMoney, Motley Fool, Investment News, New Jersey Newsroom, and The Newark Star-Ledger.  

Outside of work, Bill is actively involved in his community as a volunteer coach and enjoys spending time with his family, traveling, playing golf and fishing. (1/30/19ER)

NAPFA Start Date

March 18, 2008

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This Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (201) 768-4600 Fax: (201) 768-1111